Position in HRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$590,240
+$133,184 QoQ
Shares Held
15,500
+7.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#273
of 536 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026TCM Advisors, LLC holds $1,411,975 across 2 Personal Services names. HRB ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
10,818 | $821,735 | |
| 2 | HRB |
H&R Block Inc
This page
|
15,500 | $590,240 |
All Filings in HRB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,240 | 15,500 | Principal | Sole | 2026-08-13 | |
| 2026-03-31 | $457,056 | 14,400 | Principal | Sole | 2026-05-14 | |
| 2025-12-31 | $392,220 | 9,000 | Principal | Sole | 2026-02-13 | |
| 2025-09-30 | $374,218 | 7,400 | Principal | Sole | 2025-11-21 | |
| 2025-06-30 | $439,120 | 8,000 | Principal | Sole | 2025-08-13 | |
| 2025-03-31 | $587,537 | 10,700 | Principal | Sole | 2025-05-14 | |
| 2024-12-31 | $560,104 | 10,600 | Principal | Sole | 2025-02-13 | |
| 2024-09-30 | $800,730 | 12,600 | Principal | Sole | 2024-11-13 | |
| 2024-06-30 | $732,105 | 13,500 | Principal | Sole | 2024-08-14 | |
| 2024-03-31 | $1,050,954 | 21,400 | Principal | Sole | 2024-05-15 | |
| 2023-12-31 | $1,093,162 | 22,600 | Principal | Sole | 2024-02-12 | |
| 2023-09-30 | $1,046,358 | 24,300 | Principal | Sole | 2023-11-14 | |
| 2023-06-30 | $796,750 | 25,000 | Principal | Sole | 2023-08-14 | |
| 2023-03-31 | $627,450 | 17,800 | Principal | Sole | 2023-05-16 | |
| 2022-12-31 | $244,617 | 6,700 | Principal | Sole | 2023-02-10 | |
| 2022-09-30 | $216,954 | 5,100 | Principal | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||